At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.
You can book this will and estate planning seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.
* Seminar will be scheduled with estate attorney Avery Teitler, Esq. and will require confirmation of his availability.
What is a will? – Free Seminar Sample
Three basic estate planning documents:
Last Will and Testament
Power of Attorney
Living Will
Other will and estate planning questions this workshop will help answer:
What is an Estate Plan?
Who needs an Estate Plan?
What is a Will?
Who should have a Will?
Why do I need a Will?
What is a Living Will?
What is Power of Attorney?
What does a Will do?
Can a Will be revoked?
Can I create my own Will?
What makes a Will Valid?
Who can be a Power of Attorney?